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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-01-02 |
| GA | RA | APPROVED | 2018-12-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Savannah | GA | 02/2009 | Present |
| Bank Of America, N.A. | Savannah | GA | 06/2024 | Present |
I*: 2533298 Entity Type: Charitable Name of OBA: Richmond Hill Soccer Club Address: Richmond Hill, GA Investment Related: No Position, Title, Association: Volunteer Employee Start Date: 7/14/2025 Number of Hours: 1--12 hrs mthly Number of Hours during trading: 0 Duties: My kid is on the Academy soccer Club for Richmond Hill Soccer Club. He practices multiple times a week and travels to soccer tournaments around the area. A parent is typically serves as "team manager/mom/dad" for the season and is responsible for the communication of meeting locations at tournaments, ensuring the team has needed equipment for the games, and collecting any travel fees from the other parents that are to be paid to the coach. Coaches are paid by parents for any travel to tournaments over 60 miles away. In order to focus on coaching, the team mom/dad gathers the other parent payments (20-30 players) and makes one parent payment to the coach for the travel tournament fee. n this volunteer role, I would not have access to the financials, accounts, funds, or investments of the club. I would only serve coordinate fees from all of us parents to the coach for travel fees.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-03 |
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